Now is the time to consider both conventional and situational strategies.Routine year-end planning includes income tax, capital gains, annual exclusion gifting, and estate planning considerations.Supplementing your routine strategies with situational strategies can help further enhance your financial and tax positions.A well-coordinated plan is key to utilizing this year’s opportunities and being well prepared for what may come in the future. First and foremost, wealth planning is a process.
As part of the Wilmington Trust Emerald Family Office & Advisory team, Allison is the head of the Fiduciary Planning Analyst group. She supports the Emerald team in developing strategic and holistic wealth planning advice for high-net-worth individuals, successful entrepreneurs, executives, and their families by reviewing and illustrating their current plans, identifying opportunities for enhancement, and modeling effective tax and estate planning strategies.
Allison has over eight years of experience working in trust and estate planning. Prior to joining Wilmington Trust in 2016, Allison was an associate at a trust and estates firm in Pennsylvania.
Allison holds a law degree from Delaware Law School and a bachelor’s degree from Gettysburg College. She is a member of the Real Property Trust and Estates Division of the American Bar Association and is also involved in the Estate Planning Council of Delaware.
She completed M&T Bank’s Rising Leaders Development Program in 2020. She volunteers her time with the Delaware Community Foundation and has been serving as a member on the Grants Committee since 2018. Allison is also a member of Delaware Community Foundation’s Fund for Women.